let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. >>> welcome back to "squawk on the street." we have september ism. was it the fourth number in a row under 50? negative. it wasn't. 51.5. surprising jump after three months under 50. if we look at august for construction spending, it was down .6%. a bit of a surprise on both sides, strength and weakness. on the manufacturing, the surprise. and this is a far different number than we've seen in china or the uk. we'll have to synthesize. slight upticks and back into triple digits in the stock indices. back to you. >> rick, thank you so much. you're right, dow's up 121. highs of the session. let's get to the roadmap. the first day of october and the first day of the fourth quarter. we'll kick off your fourth-quarter preview from sector checks to stocks you might be considering now with deutsche's chief u.s. equity strategi strategi strategist and how is ikea gearing up for the holiday. >> and 4 1/2 mont